Joshua Lozano is a Planning Consultant at Fidelity Investments, where he currently works to guide clients through various stages of their financial planning journey. He joined Fidelity Investments in 2024 and has held roles as a Financial Representative, Relationship Manager, and Planning Consultant. Throughout his time at Fidelity Investments, Joshua has developed expertise in financial planning and client relationship management. He approaches financial planning with a focus on understanding the client's unique story and aspirations. Outside of his professional work, Joshua has interests in art, football, golf, music, and outdoor adventures.

Douglas Dooley is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. In addition to his work at Wells Fargo, he owns and operates Dooley Wealth Management LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering diverse needs such as retirement, education, risk, and wealth-transfer planning, as well as specialized services like business-owner transition and special-needs analysis.

Trevor Smith is a financial advisor at Ameriprise in Houston, TX, with eight years of industry experience. He has held positions at Ameriprise since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he manages an advisory business through Tiras Wealth Management LLC. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions and employs a structured, research-driven approach to retirement income planning that includes algorithmic automation and tax-efficiency analysis.

Jaime Suarez is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 17 years of industry experience. His career includes ten years at Monex Asset Management and Monex Securities, followed by two years at Merrill before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a broad range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jamal Uddin is a financial advisor at Ameriprise with 25 years of industry experience. He has held roles at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his work at Ameriprise, he manages an independent advisory business through DGW Worldwide, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm serves clients through a centralized consulting team and integrates algorithmic tools alongside advisor input in its planning approach.

Courtney Miller is a financial advisor at Fidelity with 10 years of industry experience. She has held roles at Fidelity Brokerage Services LLC since 2017 and previously worked at JPMorgan Chase Bank and JP Morgan Securities LLC. She holds Series 63 and Series 66 licenses. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios made up of mutual funds, ETFs, and ETPs, with a focus on oversight and conflict-of-interest management.

Michael Patrick is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked for Memorial Hermann Health System for ten years before joining Fidelity in 2024. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as an advisor to multiple registered investment companies and fund-of-funds.

Lorena Figueroa is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Fidelity, having joined in 2026, and previously held roles at JPMorgan Chase, Capital One, and Regions Bank. Outside of her advisory career, she assists with an Etsy shop selling handmade bracelets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across a broad range of mutual funds, ETFs, and ETPs.

Alexander Fleming is a CFP® and Series 66-licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2020 and previously worked in education and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Cobb is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America, Merrill, and GWN Securities. Outside of his advisory role, he has experience in custom pool construction and homebuilding. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad platform of investment strategies and technology tools.

Demi Chan is a Series 66-licensed financial advisor at Morgan Stanley in Houston, Texas, with 12 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Chan serves on the finance committee of the nonprofit RaiseUp Families and is an advisory board member of the Women's Master's Network. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Jose Garcia is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 designations. He began his career in the financial industry in 2026 after working in various roles in the automotive and payment solutions sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Cesar Castelo Jr. is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including J.P. Morgan Securities, Chase Investment Services, and Wells Fargo Investments. He has been with Morgan Stanley since 2013, serving in both the Private Bank and Smith Barney divisions. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by proprietary tools and serves clients with a comprehensive suite of investment and planning services.

Larry Sklar is a financial advisor with LPL Financial in Houston, TX, holding Series 63 and Series 66 licenses and 42 years of industry experience. He previously worked at Next Financial Group Inc for 18 years and 1717 Capital Management Company for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a network of over 22,800 advisors.

Colin Welch is a financial advisor at Edward Jones in Webster, TX, holding a Series 66 designation with over a decade of experience. Before joining Edward Jones in 2026, he worked at Link Crude Resources for four years and AET, Inc for nine years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Justin Griffin III is a Series 66-registered financial advisor with Merrill in Houston, TX. He has held positions at Merrill, Merrill Lynch, and Bank of America since 2024, with prior experience at Werner Firewood and Clear Companies. His background also includes four years at Texas A&M University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America’s broader platform allows access to various financial products and services beyond typical advisory offerings.

Trevor Pickett is a financial advisor at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to this, he was employed at Pinebrook Wealth Strategies and T-Mobile. Outside of advising, he is an associate at Velonix Wealth, where he is responsible for trade entry, transaction review, portfolio research, and related tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports advisory programs across a large network of advisors.

Jane Pham is a financial advisor with Morgan Stanley in Houston, TX, holding a Series 66 designation and 13 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for 24 years before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Risher Randall Jr. is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including service at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as an officer and board member of the Kiwanis Club in Houston. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as estate planning and access to private funds.

Phyllis Johnson is a financial advisor at Cetera with 29 years of industry experience. She holds a Series 63 designation and has been associated with Cetera since 2015. In addition to her work at Cetera, she is involved in multiple financial services businesses, including ownership roles in Kirven Wealth Strategies and Inclusive Financial Services. Cetera Investment Advisers LLC serves a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with various program and custody options.